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Premier Path Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Premier Path Wealth Partners, LLC
报告期 2026-03-31 · CIK 0001999925
持仓数
398
前50大市值合计
$451.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 24
增持 60
减持 48
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
BLK
BLACKROCK INC
+$3.5M
3,374
增持
TSLA
TESLA INC
+$2.8M
17,576
+8%
增持
AAPL
APPLE INC
+$2.8M
141,272
+1%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
AMZN
AMAZON COM INC
+$2.5M
66,126
+2%
增持
IWD
ISHARES TR
+$2.3M
34,171
+61%
减持
AVGO
AVAGO TECHNOLOGIES LTD
+$1.9M
32,708
-1%
减持
NVDA
NVIDIA CORPORATION
+$1.8M
139,334
-0%
增持
GOOGL
ALPHABET INC
+$1.6M
46,084
+8%
减持
INTC
INTEL CORP
-$1.4M
13,422
-81%
建仓
—
ASML HOLDING N V
+$1.4M
1,969
增持
GOOG
ALPHABET INC
+$1.3M
36,700
+8%
建仓
DEO
DIAGEO PLC
+$1.3M
10,287
减持
SPG
SIMON PPTY GROUP INC NEW
-$1.3M
3,539
-68%
增持
XLK
SELECT SECTOR SPDR TR
+$1.3M
118,373
+2%
清仓
—
NORDSTROM INC
-$1.2M
0
-100%
建仓
BF/B
BROWN FORMAN CORP
+$1.2M
31,428
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$1.1M
23,554
+683%
减持
EMR
EMERSON ELEC CO
-$1.1M
5,815
-65%
增持
—
EXXON MOBIL CORP
+$1.0M
36,822
+47%
减持
NOW
SERVICENOW INC
-$1.0M
1,671
-46%
增持
ACWX
ISHARES TR
+$958.0K
136,989
+27%
建仓
ANET
ARISTA NETWORKS INC
+$948.9K
8,585
减持
WFC
WELLS FARGO CO NEW
-$858.9K
23,131
-47%
清仓
—
ARISTA NETWORKS INC
-$835.6K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$748.0K
24,569
+1%
减持
LLY
ELI LILLY & CO
-$740.7K
6,065
-1%
增持
ADBE
ADOBE INC
+$738.2K
3,820
+106%
增持
XLV
SELECT SECTOR SPDR TR
-$690.1K
71,121
+5%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$675.9K
17,068
+3%
清仓
REGN
REGENERON PHARMACEUTICALS
-$656.8K
0
-100%
减持
BIL
SPDR SER TR
-$620.7K
3,761
-64%
减持
NFLX
NETFLIX INC
+$601.9K
3,427
-1%
减持
XLY
SELECT SECTOR SPDR TR
+$593.5K
45,551
-5%
减持
XLF
SELECT SECTOR SPDR TR
+$563.3K
237,369
-1%
增持
IQDG
WISDOMTREE TR
-$562.9K
138,632
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$515.4K
5,545
-2%
减持
CVS
CVS HEALTH CORP
-$513.6K
25,162
-4%
减持
AMD
ADVANCED MICRO DEVICES INC
-$504.8K
6,912
-15%
建仓
IWB
ISHARES TR
+$475.5K
1,476
增持
V
VISA INC
+$469.7K
10,688
+1%
增持
MSFT
MICROSOFT CORP
-$457.1K
52,390
+0%
减持
CMCSA
COMCAST CORP NEW
-$456.8K
54,776
-9%
减持
ELV
ELEVANCE HEALTH INC
-$454.6K
730
-48%
增持
WMT
WALMART INC
+$444.5K
27,346
+9%
减持
MRK
MERCK & CO INC
-$407.6K
12,724
-14%
增持
BA
BOEING CO
+$401.7K
10,501
+10%
增持
IDEV
ISHARES TR
-$394.4K
115,665
+4%
减持
AMAT
=VLOOKUP(C31,Sheet1!A:B,2,FALSE)
-$387.3K
5,319
-14%
增持
GILD
GILEAD SCIENCES INC
+$387.0K
8,052
+89%
增持
JNJ
JOHNSON & JOHNSON
+$385.9K
16,074
+34%
增持
SHY
ISHARES TR
+$377.0K
102,587
+6%
减持
XLC
SELECT SECTOR SPDR TR
+$375.4K
90,133
-2%
减持
NEE
NEXTERA ENERGY INC
-$357.1K
22,279
-4%
减持
DHI
D R HORTON INC
-$350.6K
6,197
-3%
减持
NUE
NUCOR CORP
-$348.4K
9,015
-3%
减持
UBER
UBER TECHNOLOGIES INC
-$339.7K
11,076
-17%
增持
CSCO
CISCO SYS INC
+$336.4K
18,058
+31%
建仓
MSTR
MICROSTRATEGY INC
+$329.0K
1,136
增持
CVX
CHEVRON CORP NEW
+$325.8K
12,536
+24%
减持
CRM
SALESFORCE INC
+$322.5K
8,856
-8%
建仓
COIN
COINBASE GLOBAL INC
+$318.8K
1,284
建仓
TEAM
ATLASSIAN CORPORATION
+$313.7K
1,289
清仓
—
LAM RESEARCH CORP
-$310.4K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$310.2K
0
-100%
增持
AVLV
AMERICAN CENTY ETF TR
+$301.9K
84,542
+4%
减持
AMGN
AMGEN INC
-$288.1K
4,433
-1%
清仓
—
NXP SEMICONDUCTORS N V
-$275.5K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$273.8K
35,688
-6%
清仓
IDXX
IDEXX LABS INC
-$267.8K
0
-100%
清仓
EXR
EXTRA SPACE STORAGE INC
-$260.6K
0
-100%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$259.2K
2,347
建仓
FTNT
FORTINET INC
+$258.5K
2,736
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$257.6K
33,388
+6%
清仓
CNC
CENTENE CORP DEL
-$256.3K
0
-100%
建仓
XEL
XCEL ENERGY INC
+$256.2K
3,795
清仓
SNPS
SYNOPSYS INC
-$243.3K
0
-100%
建仓
BKR
BAKER HUGHES COMPANY
+$242.4K
5,909
清仓
FLJP
FRANKLIN TEMPLETON ETF TR
-$242.4K
0
-100%
减持
PLD
PROLOGIC INC.
-$241.7K
4,107
-23%
增持
BKNG
BOOKING HOLDINGS INC
+$239.1K
210
+10%
建仓
LRCX
LAM RESEARCH CORP
+$236.2K
3,270
建仓
IWM
ISHARES TR
+$236.0K
1,068
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$235.9K
1,335
减持
PEP
PEPSICO INC
-$227.9K
8,613
-5%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$227.9K
1,789
-4%
建仓
KMB
KIMBERLY-CLARK CORP
+$227.5K
1,736
增持
DFAI
DIMENSIONAL ETF TRUST
-$223.1K
173,457
+4%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$222.2K
4,227
建仓
AXON
AXON ENTERPRISE INC
+$221.7K
373
清仓
IQV
IQVIA HLDGS INC
-$221.3K
0
-100%
建仓
VTEB
VANGUARD MUN BD FDS
+$220.4K
4,397
清仓
VTR
VENTAS INC
-$219.8K
0
-100%
建仓
NET
CLOUDFLARE INC
+$217.2K
2,017
增持
KMI
KINDER MORGAN INC DEL
+$217.2K
39,641
+1%
增持
PNC
PNC FINL SVCS GROUP INC
+$216.4K
4,702
+26%
建仓
DAL
DELTA AIR LINES INC DEL
+$211.3K
3,492
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$210.6K
0
-100%
增持
DE
DEERE & CO
+$210.0K
3,121
+17%
减持
GD
GENERAL DYNAMICS CORP
-$209.3K
4,633
-2%
减持
NEM
NEWMONT CORP
-$208.6K
6,066
-25%
增持
BAC
BANK AMERICA CORP
+$208.4K
44,631
+1%
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$207.2K
0
-100%
增持
BAX
BAXTER INTL INC
-$206.0K
35,629
+9%
增持
GS
GOLDMAN SACHS GROUP INC
+$203.4K
2,016
+5%
增持
LEN
LENNAR CORP
-$202.6K
4,284
+2%
清仓
CPNG
COUPANG INC
-$202.2K
0
-100%
建仓
FE
FIRSTENERGY CORP
+$201.4K
5,063
减持
PFE
PFIZER INC
-$201.2K
60,126
-3%
清仓
PKG
PACKAGING CORP AMER
-$200.3K
0
-100%
清仓
GIS
GENERAL MLS INC
-$200.1K
0
-100%
增持
XSOE
WISDOMTREE TR
-$200.0K
82,143
+0%
减持
GOVT
ISHARES TR
-$193.5K
12,500
-39%
增持
GE
GENERAL ELECTRIC CO
-$193.2K
14,153
+5%
减持
ZTS
ZOETIS INC
-$192.4K
5,388
-2%
减持
MS
MORGAN STANLEY
+$188.1K
10,072
-3%
增持
LMT
LOCKHEED MARTIN CORP
+$181.5K
5,551
+29%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$181.0K
21,488
+13%
增持
XLB
SELECT SECTOR SPDR TR
-$180.1K
21,536
+4%
增持
MA
MASTERCARD INCORPORATED
+$179.4K
4,586
+1%
减持
META
META PLATFORMS INC
+$178.9K
14,337
-0%
减持
—
MEDTRONIC PLC
-$178.8K
17,512
-0%
减持
QCOM
QUALCOMM INC
-$178.0K
4,574
-12%
增持
BX
BLACKSTONE INC
+$177.6K
6,267
+6%
增持
ITOT
ISHARES TR
+$175.6K
7,338
+20%
增持
NKE
NIKE INC
-$170.6K
21,738
+6%
增持
QUAL
ISHARES TR
+$169.1K
53,621
+3%
增持
TLH
ISHARES TR
-$166.2K
52,303
+6%
减持
IWF
ISHARES TR
+$163.9K
9,695
-2%
减持
PSX
PHILLIPS 66
-$162.2K
5,103
-10%
增持
—
DUPONT DE NEMOURS INC
-$157.8K
17,276
+4%
减持
CALF
PACER FDS TR
-$156.7K
45,746
-2%
增持
WMB
WILLIAMS COS INC
+$155.6K
17,508
+1%
减持
CCI
CROWN CASTLE INC
-$153.4K
2,869
-18%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$153.3K
21,984
-1%
减持
HCA
HCA HEALTHCARE INC
-$153.1K
1,368
-1%
增持
HD
HOME DEPOT INC
+$151.4K
6,683
+11%
增持
SQ
BLOCK INC
+$148.6K
6,411
+9%
减持
FCX
FREEPORT-MCMORAN INC
-$148.0K
8,653
-10%
减持
MELI
MERCADOLIBRE INC
-$145.4K
239
-11%
增持
HON
HONEYWELL INTL INC
+$144.5K
5,475
+4%
增持
DGRO
ISHARES TR
+$139.0K
164,508
+4%
增持
—
LINDE PLC
-$138.9K
2,813
+2%
增持
BNY
BANK NEW YORK MELLON CORP
+$137.5K
23,044
+1%
增持
SHV
ISHARES TR
+$137.4K
27,317
+5%
建仓
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$136.8K
11,675
增持
CPB
CAMPBELL SOUP CO
-$135.5K
26,079
+4%
增持
EL
LAUDER ESTEE COS INC
-$133.6K
15,923
+20%
增持
—
ROYAL CARIBBEAN GROUP
+$132.8K
2,270
+3%
增持
PYPL
PAYPAL HLDGS INC
+$131.8K
8,548
+12%
减持
WBD
WARNER BROS DISCOVERY INC
+$131.3K
135,815
-14%